玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比自結稅前EPS自結稅前累計EPS備註(年增率變動50%需說明原因)
2024/33.033.532.988.910.88.91N/A-
2024/22.93-0.38-0.355.87-0.299.03N/A-
2024/12.94-6.89-0.222.94-0.228.92N/A-
2023/123.1612.242.5432.89-3.338.850.42-
2023/112.82-2.16-3.229.73-3.928.640.43-
2023/102.88-2.36-8.7126.91-3.998.380.44-
2023/92.9515.42-2.7224.03-3.397.810.46-
2023/82.5510.69-15.3321.09-3.497.230.5-
2023/72.31-2.46-19.318.53-1.597.10.51-
2023/62.37-2.39-19.3316.231.577.390.46-
2023/52.42-6.79-12.013.866.277.970.43-
2023/42.6-11.77-3.1911.4411.168.490.4-
2023/32.950.17-4.988.8416.248.840.54-
2023/22.94-0.2526.595.8930.878.970.53-
2023/12.95-4.3135.432.9535.438.940.53-
2022/123.085.9436.9534.0238.519.140.46-
2022/112.91-7.7316.5530.9438.669.090.47-
2022/103.154.0342.428.0341.459.20.46-
2022/93.030.4631.5524.8841.338.910.51-
2022/83.025.515.8421.8542.88.810.52-
2022/72.86-2.4951.4418.8348.338.540.53客戶需求增加
2022/62.936.4637.6715.9747.788.370.5-
2022/52.752.5436.7813.0450.278.540.49客戶需求增加
2022/42.69-13.452.4110.2954.348.110.51客戶需求增加
2022/33.133.4753.327.655.037.60.63客戶需求增加
2022/22.326.7178.434.556.236.750.71客戶需求增加
2022/12.18-3.2337.922.1837.926.920.69-
2021/122.25-9.8370.8624.5685.086.960.79客戶需求增加
2021/112.512.7359.422.3186.657.010.78客戶需求增加
2021/102.21-3.8883.4919.8290.767.120.77客戶需求增加
2021/92.3-11.5382.7417.691.716.790.52客戶需求增加
2021/82.637.92113.1915.393.146.620.53客戶需求增加
2021/71.89-11.3663.2612.789.496.030.59客戶需求增加
2021/62.135.78105.9810.8194.965.910.36客戶需求增加
2021/52.0114.25185.298.6892.435.80.36因客戶需求增加所致。
2021/41.76-12.8882.896.6775.215.090.41因客戶需求增加所致。
2021/32.0255.3385.84.972.64.90.32因客戶需求增加所致。
2021/21.3-17.5188.892.8864.44.20.38因客戶需求增加所致。
2021/11.5819.8748.521.5848.524.460.36-
2020/121.32-15.88-1.113.2730.264.090.35-
2020/111.5729.7763.9811.9534.984.030.35因客戶需求增加所致。
2020/101.21-4.2833.6910.3931.473.690.39-
2020/91.263.2152.039.1831.193.640.38因客戶需求增加所致。
2020/81.225.6224.197.9228.383.410.41-
2020/71.1611.8240.876.729.182.90.48-
2020/61.0346.522.065.5426.982.70.53-
2020/50.71-26.7513.444.5128.172.760.52-
2020/40.96-11.539.153.831.332.740.52-
2020/31.0957.9172.652.8428.882.840.38因客戶需求增加所致。
2020/20.69-35.141.811.7511.343.080.35-
2020/11.06-20.1818.531.0618.533.350.33-
2019/121.3339.4778.3810.19-29.93.190.41本月營收較去年同期增加達50%以上,係儲能裝置產品營收大幅成長所致。
2019/110.955.80.038.86-35.762.690.48-
2019/100.98.847.587.9-38.422.710.48-
2019/90.83-15.68-37.827.0-41.642.630.78-
2019/80.9819.8-22.086.17-42.122.650.78-
2019/70.82-3.1-48.05.19-44.812.290.9-
2019/60.8536.16-44.484.37-44.172.160.97-
2019/50.62-10.14-61.993.52-44.090.0N/A本月營收較去年同期減少達50%以上,係客戶延遲至下半年出貨及海外子公司營收較去年同期減少所致
2019/40.699.8-43.82.9-37.80.0N/A-
股價
長短期營收
營收年增率
存貨銷售比
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/12.942023/12.952022/12.182021/11.582020/11.06
2024/22.932023/22.942022/22.322021/21.32020/20.69
2024/33.032023/32.952022/33.12021/32.022020/31.09
N/AN/A2023/42.62022/42.692021/41.762020/40.96
N/AN/A2023/52.422022/52.752021/52.012020/50.71
N/AN/A2023/62.372022/62.932021/62.132020/61.03
N/AN/A2023/72.312022/72.862021/71.892020/71.16
N/AN/A2023/82.552022/83.022021/82.62020/81.22
N/AN/A2023/92.952022/93.032021/92.32020/91.26
N/AN/A2023/102.882022/103.152021/102.212020/101.21
N/AN/A2023/112.822022/112.912021/112.52020/111.57
N/AN/A2023/123.162022/123.082021/122.252020/121.32
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季, 最新合約負債佔股本: 0.32%
合約負債 QoQ YoY
23Q4 (20)0.060.0-40.0
23Q3 (19)0.06-25.0-62.5
23Q2 (18)0.08-46.67-71.43
23Q1 (17)0.1550.0-28.57
22Q4 (16)0.1-37.5-52.38
22Q3 (15)0.16-42.8660.0
22Q2 (14)0.2833.33833.33
22Q1 (13)0.210.0950.0
21Q4 (12)0.21110.0425.0
21Q3 (11)0.1233.33400.0
21Q2 (10)0.0350.050.0
21Q1 (9)0.02-50.0-71.43
20Q4 (8)0.04100.033.33
20Q3 (7)0.020.0-90.48
20Q2 (6)0.02-71.43-93.55
20Q1 (5)0.07133.33-80.0
19Q4 (4)0.03-85.710.0
19Q3 (3)0.21-32.260.0
19Q2 (2)0.31-11.430.0
19Q1 (1)0.350.00.0

每月營收相關資訊

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